Account Type****** ******Account Owner***** *******Account Opps/Deals*** ***Closed Won • Feb 25**K $Closed
*** ********Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Joslin Rhodes Pension Retirement PlanningFinance DirectorMay 24 - PresentKingsmere Finance DirectorsPortfolio CFO / FDSep 23 - PresentInsight Finance DirectorsPortfolio Finance DirectorJan 22 - Present
Frances LawrenceChief Financial OfficerView Profile, Frances LawrenceVasanth ShenaiChief Financial OfficerView Profile, Vasanth ShenaiEd GalatiChief Financial OfficerView Profile, Ed Galati